ARK ETF TR shareholder history

Current and past ARK ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1310.00%0.00%0.02%Q3 2017Q3 202346
JANE STREET GROUP, LLC 1010.00%0.01%0.05%Q4 2014Q3 202343
Citadel Advisors 1310.00%0.00%0.02%Q2 2018Q3 202342
Cutler Group LLC / CA 13130.00%0.04%0.16%Q3 2020Q3 202338
BANK OF AMERICA CORP /DE/ 23230.00%0.00%0.02%Q1 2018Q3 202338
UBS Group AG 2320.00%0.01%0.05%Q4 2014Q3 202337
Parallax Volatility Advisers, L.P. 12120.00%0.01%0.03%Q4 2020Q3 202334
WOLVERINE TRADING, LLC 610.00%0.01%0.03%Q2 2020Q3 202331
Hartford Financial Management Inc. 2650.00%0.02%0.05%Q4 2015Q3 202331
ROYAL BANK OF CANADA 31310.00%0.00%0.01%Q1 2016Q3 202331
GOLDMAN SACHS GROUP INC 12120.00%0.01%0.04%Q4 2020Q3 202329
CITIGROUP INC 23230.00%0.01%0.03%Q1 2018Q3 202329
MILLENNIUM MANAGEMENT LLC 1210.00%0.00%0.01%Q2 2020Q3 202328
LPL Financial LLC 27270.00%0.03%0.12%Q1 2017Q3 202327
IFP Advisors, Inc 1710.00%0.01%0.04%Q1 2016Q3 202326
MORGAN STANLEY 26260.00%0.01%0.04%Q2 2017Q3 202326
BANK OF MONTREAL /CAN/ 2020.00%0.00%0.00%Q1 2018Q3 202326
Private Advisor Group, LLC 21210.00%0.04%0.10%Q3 2018Q3 202324
Cambridge Investment Research Advisors, Inc. 23230.00%0.05%0.15%Q1 2018Q3 202323
Cetera Advisor Networks LLC 23230.01%0.12%0.39%Q1 2018Q3 202323
HighTower Advisors, LLC 23230.00%0.02%0.07%Q1 2018Q3 202323
HAP Trading, LLC 920.00%0.02%0.11%Q3 2019Q4 202223
RAYMOND JAMES & ASSOCIATES 23230.00%0.01%0.03%Q1 2018Q3 202323
COMMONWEALTH EQUITY SERVICES, LLC 23230.00%0.06%0.19%Q1 2018Q3 202323
DAVENPORT & Co LLC 22220.00%0.01%0.02%Q2 2018Q3 202322
Walleye Trading LLC 730.00%0.01%0.02%Q1 2021Q3 202322
MML INVESTORS SERVICES, LLC 22220.01%0.03%0.10%Q2 2018Q3 202322
STIFEL FINANCIAL CORP 22220.00%0.00%0.01%Q2 2018Q3 202322
WELLS FARGO & COMPANY/MN 1710.00%0.01%0.03%Q2 2015Q3 202322
BNP PARIBAS FINANCIAL MARKETS 13130.00%0.03%0.12%Q3 2020Q3 202322
Advisory Services Network, LLC 21210.00%0.02%0.13%Q1 2018Q1 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.07%Q3 2018Q3 202321
Raymond James Financial Services Advisors, Inc. 21210.00%0.03%0.08%Q3 2018Q3 202321
Janney Montgomery Scott LLC 1910.00%0.01%0.03%Q3 2018Q3 202320
STEPHENS INC /AR/ 1460.00%0.03%0.09%Q3 2018Q3 202320
VALLEY NATIONAL ADVISERS INC 20200.01%0.21%0.55%Q4 2018Q3 202320
Snowden Capital Advisors LLC 1280.08%0.30%0.70%Q3 2018Q3 202320
American Portfolios Advisors 20200.00%0.10%0.28%Q4 2017Q3 202220
BENJAMIN F. EDWARDS & COMPANY, INC. 20200.00%0.00%0.02%Q4 2018Q3 202320
Carroll Financial Associates, Inc. 19190.05%0.97%2.27%Q2 2017Q4 202119
TSFG, LLC 19190.00%0.03%0.12%Q1 2019Q3 202319
Manchester Capital Management LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
CWM, LLC 1080.01%0.02%0.03%Q1 2019Q3 202318
Sigma Planning Corp 18180.01%0.09%0.33%Q2 2019Q3 202318
PNC FINANCIAL SERVICES GROUP, INC. 1620.00%0.00%0.00%Q3 2018Q3 202318
Moors & Cabot, Inc. 18180.02%0.06%0.14%Q2 2019Q3 202318
Brookstone Capital Management 1710.02%0.18%0.68%Q3 2018Q3 202318
Perigon Wealth Management, LLC 1510.01%0.05%0.12%Q3 2011Q3 202318
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1120.03%0.28%0.91%Q4 2017Q3 202218
Waverly Advisors, LLC 18180.03%0.06%0.14%Q2 2019Q3 202318
Glassman Wealth Services 1310.01%0.01%0.04%Q3 2018Q3 202318
Steward Partners Investment Advisory, LLC 18180.00%0.02%0.07%Q2 2019Q3 202318
Cambridge Advisors Inc. 17170.08%0.25%0.50%Q1 2018Q1 202217
SeaCrest Wealth Management, LLC 17170.02%0.09%0.24%Q2 2018Q2 202217
Strategic Advisors LLC 17170.06%0.43%1.71%Q3 2019Q3 202317
NewEdge Advisors, LLC 1410.01%0.03%0.05%Q3 2018Q3 202317
SIGNATUREFD, LLC 17170.00%0.01%0.01%Q3 2019Q3 202317
Kovack Advisors, Inc. 1110.05%0.07%0.18%Q1 2018Q3 202317
BREWIN DOLPHIN LTD 17170.00%0.00%0.01%Q3 2017Q3 202117
Stratos Wealth Partners, LTD. 1410.00%0.05%0.21%Q1 2018Q3 202316
Claraphi Advisory Network, LLC 16160.56%3.81%10.29%Q1 2019Q4 202216
LADENBURG THALMANN FINANCIAL SERVICES INC. 16160.00%0.00%0.01%Q1 2016Q4 201916
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 16160.00%0.00%0.03%Q1 2018Q4 202116
JPMORGAN CHASE & CO 16160.00%0.00%0.00%Q4 2019Q3 202316
Certified Advisory Corp 880.03%0.08%0.19%Q3 2018Q4 202216
AdvisorNet Financial, Inc 1310.00%0.01%0.02%Q4 2017Q3 202316
SkyOak Wealth, LLC 16160.09%0.23%0.42%Q4 2019Q3 202316
Integrated Wealth Concepts LLC 16160.01%0.04%0.09%Q4 2019Q3 202316
Gladstone Institutional Advisory LLC 16160.03%0.52%2.36%Q4 2019Q3 202316
ENVESTNET ASSET MANAGEMENT INC 1420.00%0.00%0.01%Q2 2019Q3 202316
Tower Research Capital LLC (TRC) 810.00%0.09%0.22%Q2 2019Q3 202316
Tidal Investments LLC 15150.01%0.03%0.14%Q1 2020Q3 202315
Longitude (Cayman) Ltd. 12120.16%1.15%1.96%Q4 2020Q3 202315
Geneos Wealth Management Inc. 15150.01%0.07%0.12%Q1 2020Q3 202315
ARK Investment Management 12120.00%0.00%0.01%Q4 2020Q3 202315
Cetera Advisors LLC 1410.00%0.06%0.15%Q1 2019Q3 202315
Lido Advisors, LLC 14140.00%0.05%0.11%Q4 2019Q1 202315
HHM Wealth Advisors, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
CAROLINAS WEALTH CONSULTING LLC 15150.03%0.15%0.34%Q1 2020Q3 202315
Creative Planning 13130.00%0.00%0.01%Q3 2020Q3 202315
CENTAURUS FINANCIAL, INC. 1410.00%0.05%0.30%Q2 2018Q3 202315
BALDWIN BROTHERS LLC/MA 15150.00%0.00%0.01%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.05%0.13%Q1 2020Q3 202315
Sargent Bickham Lagudis LLC 1230.00%0.01%0.03%Q2 2018Q4 202215
FIRST MANHATTAN CO. LLC. 640.00%0.00%0.00%Q1 2019Q3 202315
CREDIT SUISSE AG/ 14140.00%0.00%0.01%Q2 2020Q3 202314
Avior Wealth Management, LLC 14140.00%0.02%0.10%Q2 2020Q3 202314
Strategic Wealth Investment Group, LLC 14140.25%0.33%0.44%Q2 2020Q3 202314
Migdal Insurance & Financial Holdings Ltd. 14140.00%0.01%0.02%Q1 2019Q2 202214
McGuire Investment Group, LLC 14140.06%0.42%1.14%Q2 2020Q3 202314
Ancora Advisors LLC 14140.00%0.02%0.05%Q2 2020Q3 202314
MEANS INVESTMENT CO., INC. 14140.17%0.68%1.44%Q2 2020Q3 202314
TRUIST FINANCIAL CORP 14140.00%0.01%0.02%Q2 2020Q3 202314
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1310.00%0.02%0.04%Q1 2020Q3 202314
AE Wealth Management LLC 14140.00%0.06%0.20%Q2 2020Q3 202314
Hilltop Holdings Inc. 14140.02%0.07%0.16%Q2 2020Q3 202314
Compagnie Lombard Odier SCmA 1310.00%0.00%0.02%Q3 2018Q3 202314
FinTrust Capital Advisors, LLC 1310.00%0.01%0.03%Q4 2018Q3 202314
JNBA Financial Advisors 1040.00%0.00%0.00%Q3 2017Q1 202114
CAPTRUST FINANCIAL ADVISORS 14140.00%0.01%0.02%Q2 2020Q3 202314
Main Management LLC 14140.01%0.06%0.14%Q2 2020Q3 202314
New England Private Wealth Advisors LLC 14140.07%0.13%0.23%Q2 2020Q3 202314
Archford Capital Strategies, LLC 14140.04%0.12%0.24%Q2 2020Q3 202314
PFG Advisors 14140.02%0.23%0.60%Q1 2020Q2 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.00%0.01%0.02%Q2 2020Q3 202314
Cetera Investment Advisers 13130.00%0.05%0.17%Q3 2020Q3 202314
Clearwater Capital Advisors, LLC 14140.72%1.07%1.50%Q2 2020Q3 202314
Relyea Zuckerberg Hanson LLC 1040.07%0.30%0.66%Q4 2019Q3 202314
Qube Research & Technologies Ltd 810.00%0.03%0.14%Q4 2019Q3 202314
PEAK6 Investments LLC 660.00%0.13%0.84%Q4 2020Q1 202214
SG Americas Securities, LLC 1210.00%0.01%0.03%Q1 2019Q3 202313
Rockefeller Capital Management L.P. 13130.00%0.01%0.06%Q3 2020Q3 202313
Jaffetilchin Investment Partners, LLC 13130.04%0.25%0.50%Q1 2020Q1 202313
Parallel Advisors, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Baystate Wealth Management LLC 1210.00%0.00%0.00%Q2 2020Q3 202313
AVANTAX ADVISORY SERVICES, INC. 13130.00%0.01%0.03%Q2 2020Q2 202313
FMR LLC 1110.00%0.00%0.00%Q2 2019Q3 202313
Kestra Advisory Services, LLC 13130.01%0.03%0.08%Q3 2020Q3 202313
TCI Wealth Advisors, Inc. 13130.00%0.00%0.01%Q1 2020Q1 202313
SCOTIA CAPITAL INC. 13130.00%0.01%0.03%Q2 2020Q2 202313
Mutual Advisors, LLC 13130.05%0.11%0.20%Q3 2020Q3 202313
EXENCIAL WEALTH ADVISORS, LLC 850.01%0.03%0.07%Q2 2020Q3 202313
FLAGSHIP HARBOR ADVISORS, LLC 1120.00%0.03%0.07%Q3 2018Q2 202213
Crescent Grove Advisors, LLC 13130.04%0.11%0.27%Q3 2020Q3 202313
Stevard, LLC 850.23%1.05%2.18%Q2 2020Q3 202313
One Charles Private Wealth Services, LLC 1210.13%1.80%6.76%Q2 2020Q3 202313
Csenge Advisory Group 13130.01%0.11%0.27%Q3 2020Q3 202313
J.W. COLE ADVISORS, INC. 710.02%0.07%0.26%Q4 2019Q2 202313
PRUDENTIAL PLC 1120.01%0.06%0.12%Q2 2020Q3 202313
IAG Wealth Partners, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
EMC Capital Management 12120.01%0.93%3.29%Q4 2020Q3 202312
Carnegie Capital Asset Management, LLC 12120.01%0.03%0.07%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
Newbridge Financial Services Group, Inc. 12120.01%0.02%0.05%Q4 2020Q3 202312
Purus Wealth Management, LLC 12121.82%4.42%9.42%Q4 2020Q3 202312
BARCLAYS PLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Capital Analysts, LLC 12120.00%0.01%0.03%Q4 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Asset Dedication, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Safeguard Investment Advisory Group, LLC 12120.25%0.89%2.52%Q4 2020Q3 202312
Legend Financial Advisors, Inc. 930.45%7.44%15.37%Q1 2019Q1 202212
US BANCORP \DE\ 12120.00%0.00%0.00%Q4 2020Q3 202312
Sequoia Financial Advisors, LLC 12120.00%0.03%0.08%Q4 2020Q3 202312
Cresset Asset Management, LLC 910.00%0.01%0.01%Q1 2019Q3 202312
PACIFIC SUN FINANCIAL CORP 610.22%0.75%1.48%Q3 2019Q2 202312
BRIDGES INVESTMENT MANAGEMENT INC 12120.01%0.02%0.02%Q4 2020Q3 202312
Aptus Capital Advisors, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Allworth Financial LP 12120.00%0.00%0.00%Q4 2020Q3 202312
Baird Financial Group, Inc. 12120.00%0.00%0.01%Q4 2020Q3 202312
JANICZEK WEALTH MANAGEMENT, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 12120.00%0.00%0.00%Q4 2020Q3 202312
Canal Capital Management, LLC 12120.13%0.23%0.39%Q1 2020Q4 202212
MERCER GLOBAL ADVISORS INC /ADV 1010.00%0.01%0.04%Q1 2020Q2 202312
Lindbrook Capital, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Dynamic Advisor Solutions LLC 1020.01%0.04%0.09%Q3 2020Q3 202312
Laurel Wealth Advisors LLC 1110.00%0.00%0.00%Q4 2018Q4 202212
Elite Wealth Management, Inc. 12120.03%0.11%0.24%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.01%0.73%2.34%Q4 2020Q3 202312
Mariner, LLC 12120.00%0.01%0.05%Q4 2020Q3 202312
Kistler-Tiffany Companies, LLC 12120.00%0.01%0.03%Q3 2020Q2 202312
J.P. Morgan Private Wealth Advisors LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
MACROVIEW INVESTMENT MANAGEMENT LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Equitable Holdings, Inc. 1020.00%0.01%0.03%Q2 2020Q3 202312
Bellecapital International Ltd. 12120.46%1.21%2.82%Q4 2020Q3 202312
Clearstead Advisors, LLC 12120.00%0.03%0.10%Q4 2020Q3 202312
Intrua Financial, LLC 12120.12%0.40%0.88%Q2 2020Q1 202312
BOURGEON CAPITAL MANAGEMENT LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Avondale Wealth Management 11110.11%0.17%0.28%Q1 2021Q3 202311
Larson Financial Group LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
SignalPoint Asset Management, LLC 920.06%0.15%0.39%Q3 2020Q2 202311
CSS LLC/IL 550.01%0.05%0.15%Q4 2020Q4 202111
Vivaldi Capital Management LP 11110.05%0.08%0.12%Q1 2021Q3 202311
AllSquare Wealth Management LLC 11110.01%0.02%0.04%Q1 2021Q3 202311
Sound Income Strategies, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Financial Management Professionals, Inc. 11110.00%0.01%0.01%Q1 2021Q3 202311
ALBION FINANCIAL GROUP /UT 1010.00%0.00%0.00%Q4 2020Q3 202311
KESTRA PRIVATE WEALTH SERVICES, LLC 1010.01%0.04%0.09%Q3 2020Q2 202311
Strategic Blueprint, LLC 11110.06%0.08%0.10%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.01%0.04%Q1 2021Q3 202311
Tradewinds Capital Management, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
HUNTINGTON NATIONAL BANK 11110.00%0.00%0.00%Q1 2021Q3 202311
Global Trust Asset Management, LLC 1010.01%0.12%0.39%Q4 2019Q2 202311
Sloy Dahl & Holst, LLC 11110.06%3.26%17.79%Q1 2021Q3 202311
HARBOR INVESTMENT ADVISORY, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Retirement Group, LLC 11110.00%0.01%0.09%Q1 2021Q3 202311
St. Johns Investment Management Company, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Brown Miller Wealth Management, LLC 11110.22%0.28%0.33%Q1 2021Q3 202311
FRG Family Wealth Advisors LLC 11110.05%0.11%0.22%Q4 2020Q2 202311
Main Management ETF Advisors, LLC 11110.50%0.63%0.75%Q1 2021Q3 202311
AlphaMark Advisors, LLC 11110.06%0.09%0.17%Q1 2021Q3 202311
PRELUDE CAPITAL MANAGEMENT, LLC 990.00%0.02%0.04%Q3 2020Q3 202211
Edge Wealth Management LLC 740.01%0.02%0.03%Q4 2018Q4 202111
OXFORD FINANCIAL GROUP, LTD. LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Bank Julius Baer & Co. Ltd, Zurich 650.00%0.00%0.01%Q4 2020Q3 202311
Insight Advisors, LLC/ PA 10100.12%0.78%1.69%Q4 2020Q1 202310
Sierra Capital LLC 10100.08%0.28%0.52%Q2 2021Q3 202310
BESSEMER GROUP INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Activest Wealth Management 910.00%0.07%0.31%Q1 2021Q3 202310
SG3 Management, LLC 440.04%0.19%0.72%Q4 2020Q3 202110
Prospera Financial Services Inc 910.01%0.02%0.03%Q3 2020Q1 202310
HARBOUR INVESTMENTS, INC. 640.00%0.02%0.07%Q1 2021Q3 202310
Advisor Group, Inc. 10100.00%0.00%0.01%Q3 2017Q4 201910
SIMPLEX TRADING, LLC 730.00%0.00%0.00%Q3 2020Q2 202310
Principle Wealth Partners LLC 810.02%0.08%0.14%Q2 2019Q1 202210
Centerpoint Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Key FInancial Inc 10100.00%0.00%0.00%Q2 2021Q3 202310
First Horizon Advisors, Inc. 640.00%0.00%0.00%Q1 2021Q3 202310
Realta Investment Advisors 620.01%0.07%0.13%Q4 2020Q3 202310
Foundations Investment Advisors, LLC 10100.01%0.14%0.33%Q2 2021Q3 202310
Clearview Wealth Advisors LLC 10100.00%0.01%0.01%Q1 2021Q2 202310
OPTIMUM INVESTMENT ADVISORS 910.00%0.00%0.00%Q1 2018Q4 202310
Arete Wealth Advisors, LLC 10100.02%0.07%0.22%Q3 2020Q4 202210
Accel Wealth Management 10100.00%0.03%0.26%Q4 2020Q1 202310
Corbenic Partners LLC 10100.00%0.00%0.02%Q1 2020Q2 202210
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
JTC Employer Solutions Trustee Ltd 10100.01%0.01%0.02%Q2 2021Q3 202310
Westside Investment Management, Inc. 10100.00%0.00%0.00%Q1 2021Q2 202310
GPS Wealth Strategies Group, LLC 730.00%0.01%0.01%Q1 2021Q3 202310
West Branch Capital LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Focused Wealth Management, Inc 730.00%0.00%0.00%Q1 2021Q3 202310
Global Retirement Partners, LLC 730.00%0.01%0.03%Q1 2021Q3 202310
Belpointe Asset Management LLC 630.01%0.05%0.09%Q4 2020Q1 20239
Advocacy Wealth Management Services, LLC 990.00%0.48%1.65%Q2 2020Q2 20229
Your Advocates Ltd., LLP 990.00%0.00%0.00%Q3 2021Q3 20239
Wealthfront Advisers LLC 990.01%0.01%0.01%Q3 2021Q3 20239
TRUSTCORE FINANCIAL SERVICES, LLC 990.00%0.00%0.00%Q4 2020Q4 20229
Capital Investment Advisors, LLC 990.01%0.03%0.06%Q3 2020Q3 20229
Calamos Wealth Management LLC 990.02%0.05%0.10%Q3 2020Q3 20229
EMERALD ADVISERS, LLC 510.00%0.00%0.01%Q2 2020Q4 20229
Sowell Financial Services LLC 720.01%0.01%0.02%Q3 2019Q2 20239
Sandy Spring Bank 540.00%0.00%0.01%Q4 2020Q3 20239
Ikarian Capital, LLC 430.01%0.78%2.55%Q4 2020Q1 20239
Capital Planning Advisors, LLC 990.07%2.81%4.14%Q1 2020Q1 20229
Sugarloaf Wealth Management, LLC 990.00%0.00%0.02%Q1 2021Q1 20239
Capital Market Strategies LLC 990.26%0.39%0.58%Q4 2021Q4 20239
Bedel Financial Consulting, Inc. 990.00%0.01%0.01%Q1 2020Q1 20229
NEXT Financial Group, Inc 630.02%0.09%0.17%Q2 2019Q4 20219
THRIVENT FINANCIAL FOR LUTHERANS 990.00%0.00%0.00%Q4 2020Q4 20229
Wealth Quarterback LLC 510.26%0.54%1.21%Q1 1987Q2 20239
PATHSTONE FAMILY OFFICE, LLC 810.00%0.02%0.04%Q1 2021Q3 20239
PARK AVENUE SECURITIES LLC 810.00%0.01%0.02%Q2 2021Q3 20239
Bickling Financial Services, Inc. 990.58%1.47%2.40%Q4 2020Q4 20229
Aveo Capital Partners, LLC 990.05%0.08%0.13%Q3 2021Q3 20239
Anchor Investment Management, LLC 990.00%0.00%0.00%Q4 2021Q4 20239
Financial Engines Advisors L.L.C. 630.00%0.01%0.02%Q4 2018Q1 20229
Ahrens Investment Partners LLC 810.01%0.40%1.54%Q3 2020Q1 20239
Silicon Hills Wealth Management, LLC 810.10%0.51%1.73%Q4 2019Q1 20229
EPG Wealth Management LLC 990.05%0.73%1.64%Q1 2020Q1 20229
EVERMAY WEALTH MANAGEMENT LLC 880.00%0.00%0.00%Q4 2021Q3 20238
MEEDER ASSET MANAGEMENT INC 530.00%0.00%0.01%Q3 2020Q3 20228
Paladin Advisory Group, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
HSBC HOLDINGS PLC 880.00%0.00%0.01%Q3 2020Q2 20228
Core Wealth Advisors, Inc. 880.05%0.10%0.20%Q2 2020Q1 20228
Covestor Ltd 880.00%0.00%0.00%Q4 2021Q3 20238
Bank of New York Mellon Corp 610.00%0.00%0.00%Q3 2019Q1 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.02%0.10%Q4 2021Q3 20238
Diversified, LLC 880.12%0.79%2.06%Q4 2020Q3 20228
Bison Wealth, LLC 710.01%0.02%0.04%Q4 2019Q4 20218
PrairieView Partners, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Johnson Financial Group, Inc. 880.00%0.01%0.01%Q1 2021Q4 20228
TD Waterhouse Canada Inc. 880.00%0.01%0.02%Q4 2021Q3 20238
OPPENHEIMER & CO INC 880.01%0.02%0.03%Q3 2020Q2 20228
HRT FINANCIAL LP 510.00%0.10%0.31%Q4 2020Q1 20238
Family Management Corp 880.01%0.02%0.04%Q4 2021Q3 20238
Eversept Partners, LP 550.38%2.57%5.38%Q1 2021Q1 20228
MONETARY MANAGEMENT GROUP INC 880.01%0.01%0.02%Q2 2019Q1 20218
Gordian Capital Singapore Pte Ltd 880.01%0.04%0.10%Q4 2021Q3 20238
Pacific Center for Financial Services 530.00%0.01%0.01%Q3 2021Q3 20238
1834 INVESTMENT ADVISORS CO 880.00%0.00%0.00%Q3 2020Q2 20228
GREAT VALLEY ADVISOR GROUP, INC. 710.02%0.06%0.08%Q1 2020Q2 20228
Laidlaw Wealth Management LLC 880.09%0.15%0.26%Q4 2020Q3 20228
MATRIX PRIVATE CAPITAL GROUP LLC 880.15%0.52%1.01%Q4 2020Q3 20228
SP Asset Management 880.03%0.20%0.56%Q4 2020Q3 20228
STATE OF WISCONSIN INVESTMENT BOARD 880.01%0.07%0.09%Q4 2021Q3 20238
B. Riley Wealth Advisors, Inc. 510.01%0.03%0.05%Q4 2020Q2 20238
Beaird Harris Wealth Management, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
RAYMOND JAMES TRUST N.A. 530.01%0.01%0.01%Q1 2021Q2 20238
MONEY CONCEPTS CAPITAL CORP 620.00%0.03%0.10%Q4 2020Q1 20238
CONSOLIDATED CAPITAL MANAGEMENT, LLC 881.07%1.61%2.36%Q1 2021Q4 20228
Claro Advisors LLC 620.05%0.23%0.39%Q4 2020Q3 20238
Global Wealth Management Investment Advisory, Inc. 710.00%0.00%0.00%Q4 2020Q2 20238
CarsonAllaria Wealth Management, Ltd. 880.00%0.01%0.02%Q4 2021Q3 20238
Clearstead Trust, LLC 530.00%0.03%0.07%Q2 2021Q3 20238
BARNES PETTEY FINANCIAL ADVISORS, LLC 880.88%1.76%3.89%Q4 2021Q3 20238
Jefferies Group LLC 210.00%0.05%0.34%Q1 2021Q1 20228
Western Wealth Management, LLC 440.02%0.06%0.12%Q3 2020Q3 20228
XML Financial, LLC 880.04%0.11%0.15%Q2 2020Q1 20228
ERn Financial, LLC 881.24%2.78%3.81%Q2 2020Q1 20228
Oxler Private Wealth LLC 770.10%0.32%0.47%Q1 2022Q3 20238
Bank of Marin 880.20%0.39%0.55%Q1 2020Q4 20218
FLOW TRADERS U.S. LLC 610.00%0.08%0.25%Q4 2018Q2 20228
FOUNDERS FINANCIAL SECURITIES LLC 530.07%0.16%0.26%Q1 2019Q2 20218
PERSONAL CFO SOLUTIONS, LLC 880.00%0.21%0.39%Q3 2020Q2 20228
Sightline Wealth Advisors, LLC 880.39%0.66%1.03%Q4 2020Q3 20228
Capital Advisors, Ltd. LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Western Pacific Wealth Management, LP 770.01%0.01%0.01%Q1 2022Q3 20237
Integrated Advisors Network LLC 770.02%0.23%0.63%Q2 2020Q4 20217
Bay Harbor Wealth Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Edelman Financial Services, LLC 770.00%0.02%0.03%Q2 2017Q4 20187
JAMES INVESTMENT RESEARCH INC 770.02%0.21%0.38%Q2 2020Q4 20217
TRANSCEND CAPITAL ADVISORS, LLC 770.02%0.06%0.09%Q3 2020Q1 20227
Hudock, Inc. 770.00%0.00%0.00%Q1 2021Q3 20227
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
Princeton Global Asset Management LLC 770.00%0.01%0.04%Q4 2020Q2 20227
Derbend Asset Management 610.14%0.73%1.58%Q2 2021Q2 20237
Cornerstone Wealth Management, LLC 770.02%0.14%0.26%Q3 2020Q1 20227
Bleichroeder LP 770.00%0.01%0.01%Q1 2022Q3 20237
Ameritas Advisory Services, LLC 610.05%0.08%0.11%Q4 2021Q3 20237
Northeast Financial Consultants Inc 770.02%0.08%0.14%Q3 2020Q1 20227
LEVEL FOUR ADVISORY SERVICES, LLC 320.02%0.10%0.30%Q1 2021Q3 20237
Patriot Financial Group Insurance Agency, LLC 770.00%0.01%0.02%Q4 2020Q2 20227
HBW ADVISORY SERVICES LLC 770.07%0.18%0.28%Q3 2020Q1 20227
Financial Advisory Group 770.05%0.10%0.14%Q3 2020Q1 20227
Wealthcare Advisory Partners LLC 610.00%0.03%0.06%Q1 2020Q1 20227
Ameritas Investment Company, LLC 410.00%0.05%0.14%Q4 2018Q3 20217
StoneX Group Inc. 770.07%0.13%0.23%Q2 2020Q4 20217
ELEMENT POINTE ADVISORS, LLC 770.14%1.49%2.30%Q2 2020Q4 20217
Summit X, LLC 770.03%0.12%0.17%Q3 2020Q1 20227
Veritable, L.P. 770.00%0.01%0.01%Q2 2020Q4 20217
MARSHALL FINANCIAL GROUP INC /ADV 770.10%0.14%0.18%Q2 2020Q4 20217
BROWN BROTHERS HARRIMAN & CO 610.00%0.00%0.00%Q1 2018Q3 20237
Caprock Group, LLC 610.02%0.04%0.06%Q1 2020Q4 20217
Wealth Alliance Advisory Group, LLC 520.11%0.13%0.17%Q2 2018Q3 20217
Capital Investment Advisory Services, LLC 520.00%0.01%0.02%Q4 2021Q3 20237
Concord Wealth Partners 770.00%0.00%0.01%Q4 2020Q2 20227
Aviance Capital Partners, LLC 430.05%0.10%0.18%Q1 2021Q2 20237
CABOT WEALTH MANAGEMENT INC 770.03%0.05%0.06%Q2 2020Q4 20217
Legacy Private Trust Co. 770.06%0.10%0.14%Q2 2020Q4 20217
CIBC WORLD MARKET INC. 770.00%0.01%0.01%Q4 2020Q2 20227
Bogart Wealth, LLC 610.00%0.00%0.00%Q2 2021Q3 20237
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 770.00%0.00%0.00%Q4 2020Q2 20227
Hudson Bay Capital Management LP 610.00%0.01%0.02%Q2 2021Q3 20237
Wagner Wealth Management, LLC 520.01%0.39%0.88%Q4 2020Q3 20227
Anfield Capital Management, LLC 610.01%0.54%1.20%Q4 2019Q4 20217
FAGAN ASSOCIATES, INC. 610.07%0.68%1.16%Q4 2019Q3 20217
JFS WEALTH ADVISORS, LLC 770.00%0.00%0.01%Q3 2021Q1 20237
FRANKLIN RESOURCES INC 770.00%0.00%0.00%Q4 2020Q2 20227
Gradient Investments LLC 610.00%0.00%0.00%Q4 2021Q3 20237
Navis Wealth Advisors, LLC 660.25%0.92%1.39%Q4 2020Q1 20226
Evolution Wealth Advisors, LLC 660.04%0.10%0.16%Q3 2020Q4 20216
Vontobel Holding Ltd. 660.08%0.12%0.17%Q4 2020Q1 20226
TRUST CO OF VERMONT 410.00%0.00%0.00%Q3 2020Q4 20226
Linscomb & Williams, Inc. 660.01%0.02%0.02%Q3 2020Q4 20216
Legacy Wealth Planning, LLC 510.34%0.50%0.73%Q1 2021Q3 20226
Armor Investment Advisors, LLC 660.01%0.21%0.53%Q3 2020Q4 20216
Marquette Asset Management, LLC 420.00%0.00%0.01%Q4 2020Q3 20236
PIN OAK INVESTMENT ADVISORS INC 420.02%0.05%0.07%Q3 2020Q2 20226
Winthrop Advisory Group LLC 660.04%0.07%0.08%Q4 2020Q1 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
ATLAS CAPITAL ADVISORS LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Financial Advocates Investment Management 660.02%0.03%0.06%Q3 2020Q4 20216
Cerity Partners LLC 660.00%0.01%0.02%Q4 2020Q1 20226
Smart Portfolios, LLC 660.49%1.66%2.95%Q1 2021Q2 20226
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 410.03%0.04%0.06%Q3 2021Q3 20236
Brinker Capital Investments, LLC 330.04%0.16%0.33%Q4 2019Q2 20216
EVOKE WEALTH, LLC 660.00%0.00%0.00%Q2 2021Q3 20226
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
EverSource Wealth Advisors, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
Cordasco Financial Network 420.00%0.04%0.07%Q4 2018Q2 20226
LVW Advisors, LLC 660.04%0.07%0.10%Q2 2020Q3 20216
GLENMEDE TRUST CO NA 660.00%0.00%0.00%Q4 2020Q1 20226
Ritter Daniher Financial Advisory LLC / DE 660.00%0.00%0.00%Q2 2022Q3 20236
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
Southern Farm Bureau Life Insurance 660.67%1.24%2.04%Q4 2020Q1 20226
Axiom Investment Management LLC 420.03%0.06%0.11%Q2 2020Q4 20216
United American Securities Inc. (d/b/a UAS Asset Management) 510.10%1.50%5.21%Q4 2019Q2 20216
Sterling Investment Advisors, Ltd. 660.00%0.22%0.48%Q4 2020Q1 20226
Financial Architects, Inc 410.00%0.02%0.08%Q1 2018Q4 20206
Teamwork Financial Advisors, LLC 660.14%0.33%0.47%Q3 2020Q4 20216
Richard P Slaughter Associates Inc 660.78%1.23%1.76%Q1 2021Q2 20226
BDO Wealth Advisors, LLC 660.01%0.05%0.06%Q2 2019Q3 20206
ICA Group Wealth Management, LLC 660.04%0.05%0.05%Q1 2022Q2 20236
Ausdal Financial Partners, Inc. 660.06%0.24%0.57%Q3 2020Q4 20216
DDD Partners, LLC 660.59%0.87%1.09%Q2 2022Q3 20236
Cornerstone Management, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
CreativeOne Wealth, LLC 660.01%0.03%0.04%Q4 2020Q1 20226
Turim 21 Investimentos Ltda. 660.01%0.02%0.03%Q1 2021Q2 20226
BROWN ADVISORY INC 510.00%0.00%0.00%Q3 2020Q1 20226
B. Riley Wealth Management, Inc. 660.00%0.10%0.22%Q1 2021Q2 20226
ROTHSCHILD INVESTMENT LLC /IL 660.18%0.25%0.34%Q1 2022Q2 20236
NORTHERN TRUST CORP 410.00%0.00%0.00%Q1 2021Q2 20225
EQUITABLE TRUST CO 550.09%0.11%0.15%Q2 2022Q2 20235
Summit Asset Management, LLC 550.06%0.09%0.11%Q3 2020Q3 20215
Andesa Financial Management Inc. 550.14%0.21%0.28%Q3 2020Q3 20215
Essex Financial Services, Inc. 550.02%0.03%0.04%Q1 2021Q1 20225
Pacific Wealth Strategies Group, Inc. 550.76%1.29%1.62%Q3 2020Q3 20215
Summit Financial Strategies, Inc. 550.05%0.07%0.09%Q1 2021Q1 20225
Smith Anglin Financial, LLC 550.17%0.30%0.40%Q4 2020Q4 20215
Zullo Investment Group, Inc. 550.05%0.06%0.08%Q4 2021Q4 20225
Resolute Advisors LLC 550.00%0.00%0.01%Q3 2021Q3 20225
Highland Financial Advisors, LLC 550.11%0.17%0.24%Q2 2022Q2 20235
Winslow, Evans & Crocker, Inc. 410.00%0.00%0.01%Q2 2019Q4 20205
FDx Advisors, Inc. 210.01%0.02%0.03%Q1 2018Q3 20215
Koshinski Asset Management, Inc. 320.01%0.02%0.05%Q3 2020Q1 20225
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 550.09%5.68%12.67%Q1 2020Q1 20215
Rockbridge Investment Management, LCC 550.00%0.01%0.01%Q4 2020Q4 20215
Oxinas Partners Wealth Management LLC 550.33%0.64%0.81%Q4 2020Q4 20215
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 550.07%0.14%0.19%Q3 2020Q3 20215
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 550.03%0.07%0.09%Q4 2020Q4 20215
First Heartland Consultants, Inc. 550.01%0.06%0.08%Q1 2021Q1 20225
Lenox Wealth Advisors, LLC 550.00%0.00%0.00%Q1 2021Q1 20225
Clear Creek Financial Management, LLC 410.04%0.04%0.05%Q4 2021Q2 20235
HoyleCohen, LLC 550.02%0.03%0.04%Q1 2021Q1 20225
Front Row Advisors LLC 550.00%0.00%0.00%Q1 2021Q1 20225
HOWE & RUSLING INC 410.00%0.00%0.00%Q4 2020Q1 20225
IFG Advisory, LLC 550.02%0.03%0.04%Q1 2021Q1 20225
LIBERTY WEALTH MANAGEMENT LLC 550.01%0.03%0.04%Q3 2020Q3 20215
ATTICUS WEALTH MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
DCM Advisors, LLC 550.01%0.08%0.12%Q4 2020Q4 20215
Gerber Kawasaki Wealth & Investment Management 550.04%0.08%0.13%Q4 2020Q4 20215
Claret Asset Management Corp 550.04%0.05%0.06%Q4 2020Q4 20215
Sepio Capital, LP 550.02%0.03%0.03%Q1 2021Q1 20225
WEDBUSH SECURITIES INC 550.01%0.02%0.02%Q1 2021Q1 20225
ASSETMARK, INC 410.00%0.01%0.01%Q4 2020Q1 20225
WealthBridge Capital Management, LLC 550.20%0.36%0.53%Q3 2020Q3 20215
BAKER TILLY WEALTH MANAGEMENT, LLC 550.02%0.08%0.12%Q4 2020Q4 20215
MFA WEALTH ADVISORS, LLC 550.07%1.15%2.39%Q1 2021Q1 20225
FourThought Financial, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Affinity Asset Advisors, LLC 310.56%3.84%7.45%Q4 2020Q3 20235
DRW Securities, LLC 550.02%0.04%0.06%Q3 2020Q3 20215
PITTENGER & ANDERSON INC 550.00%0.01%0.01%Q1 2021Q1 20225
Next Capital Management LLC 320.10%0.15%0.21%Q1 2022Q2 20235
TUCKER ASSET MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
MONETA GROUP INVESTMENT ADVISORS LLC 320.01%0.01%0.02%Q1 2021Q3 20235
Keel Point, LLC 410.03%0.05%0.08%Q2 2020Q4 20215
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Capital Advisory Group Advisory Services, LLC 320.01%0.13%0.24%Q1 2021Q2 20225
D'Orazio & Associates, Inc. 550.02%0.02%0.03%Q3 2020Q3 20215
CoreFirst Bank & Trust 550.21%0.24%0.28%Q1 2021Q1 20225
Riggs Asset Managment Co. Inc. 410.10%0.13%0.16%Q4 2020Q3 20225
Bayesian Capital Management, LP 210.02%0.11%0.19%Q3 2021Q3 20235
Flaharty Asset Management, LLC 410.00%0.21%0.45%Q4 2020Q3 20235
GRIMES & COMPANY, INC. 550.01%0.01%0.02%Q3 2020Q3 20215
BOOTHBAY FUND MANAGEMENT, LLC 410.01%0.01%0.04%Q2 2021Q2 20235
Avestar Capital, LLC 550.05%0.15%0.40%Q3 2020Q3 20215
Joseph P. Lucia & Associates, LLC 320.00%0.04%0.20%Q1 2021Q2 20225
Coastal Bridge Advisors, LLC 550.06%0.09%0.12%Q1 2021Q1 20225
PEAK FINANCIAL ADVISORS LLC 550.98%1.37%2.41%Q4 2020Q4 20215
Sanctuary Wealth Management, L.L.C. 210.01%0.07%0.26%Q1 2010Q3 20235
Total Clarity Wealth Management, Inc. 210.00%0.06%0.21%Q4 2020Q2 20225
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.00%Q3 2020Q3 20235
Essex Savings Bank 550.11%0.12%0.14%Q3 2020Q3 20215
Jackson Financial Management 440.25%0.65%0.86%Q1 2019Q4 20194
Smithfield Trust Co 440.00%0.00%0.00%Q4 2022Q3 20234
Viewpoint Capital Management LLC 440.06%0.08%0.10%Q4 2021Q3 20224
IMC-Chicago, LLC 110.00%0.01%0.01%Q1 2021Q4 20224
IHT Wealth Management, LLC 440.04%0.05%0.06%Q4 2020Q3 20214
Farther Finance Advisors, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
SFMG, LLC 310.02%0.03%0.04%Q4 2020Q4 20214
Waldron Private Wealth LLC 440.01%0.02%0.02%Q1 2021Q4 20214
Beaumont Financial Partners, LLC 440.04%0.04%0.04%Q4 2020Q3 20214
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
BLUEFIN CAPITAL MANAGEMENT, LLC 210.00%0.13%0.40%Q4 2020Q3 20214
NOMURA HOLDINGS INC 440.00%0.00%0.00%Q4 2021Q3 20224
Global Wealth Strategies & Associates 440.00%0.00%0.00%Q4 2022Q3 20234
American Financial Advisors, LLC 440.03%0.03%0.04%Q4 2020Q3 20214
Point Break Capital Management, LLC 440.03%0.09%0.14%Q4 2020Q3 20214
Kore Private Wealth LLC 440.03%0.04%0.05%Q4 2020Q3 20214
Cascadia Advisory Services, LLC 310.16%0.26%0.43%Q3 2020Q3 20214
ExodusPoint Capital Management, LP 110.01%0.02%0.05%Q2 2020Q2 20224
HARVEST GROUP WEALTH MANAGEMENT, LLC 310.01%0.17%0.26%Q4 2020Q4 20224
Bryn Mawr Capital Management, LLC 440.12%0.18%0.23%Q1 2021Q4 20214
Castle Rock Wealth Management, LLC 440.08%0.33%0.45%Q4 2020Q3 20214
FAS Wealth Partners, Inc. 440.00%0.00%0.01%Q4 2020Q3 20214
Norway Savings Bank 440.00%0.00%0.01%Q1 2021Q4 20214
Taconic Capital Advisors LP 310.03%0.15%0.23%Q1 2021Q1 20224
SlateStone Wealth, LLC 440.11%0.28%0.44%Q2 2021Q1 20224
Steward Financial Group LLC 310.00%0.00%0.01%Q4 2021Q4 20224
Oak Grove Capital LLC 440.05%0.09%0.13%Q1 2021Q4 20214
Affiance Financial, LLC 310.00%0.00%0.01%Q1 2021Q4 20224
Curi Wealth Management, LLC 310.00%0.00%0.01%Q4 2020Q2 20224
TOWNSQUARE CAPITAL LLC 440.01%0.02%0.02%Q1 2021Q4 20214
Valeo Financial Advisors, LLC 440.00%0.01%0.03%Q3 2020Q2 20214
CGN Advisors LLC 440.07%0.11%0.16%Q4 2020Q3 20214
RPg Family Wealth Advisory, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
MADDEN SECURITIES Corp 310.03%0.18%0.38%Q1 2021Q4 20224
American Institute for Advanced Investment Management, LLP 440.23%0.45%0.68%Q1 2021Q4 20214
Register Financial Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Cribstone Capital Management, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
IPG Investment Advisors LLC 440.05%0.10%0.15%Q1 2021Q4 20214
Phoenix Wealth Advisors 440.04%0.05%0.06%Q4 2020Q3 20214
Clean Yield Group 440.00%0.00%0.00%Q2 2021Q1 20224
Paragon Private Wealth Management, LLC 440.20%0.26%0.39%Q4 2021Q3 20224
Main Street Financial Solutions, LLC 440.03%0.04%0.04%Q1 2021Q4 20214
TOTH FINANCIAL ADVISORY CORP 440.00%0.00%0.00%Q4 2020Q3 20214
Penserra Capital Management LLC 310.02%0.08%0.14%Q3 2018Q2 20204
SECURITY NATIONAL TRUST CO 440.01%0.01%0.01%Q4 2020Q3 20214
STONNINGTON GROUP, LLC 440.04%0.13%0.17%Q1 2021Q4 20214
Compass Ion Advisors, LLC 440.17%0.24%0.31%Q4 2020Q3 20214
Candriam S.C.A. 440.00%0.01%0.01%Q3 2020Q2 20214
EagleClaw Capital Managment, LLC 440.06%0.08%0.12%Q4 2020Q3 20214
Kalos Management, Inc. 310.06%0.08%0.11%Q4 2020Q4 20214
Brendel Financial Advisors LLC 310.03%2.25%3.56%Q2 2020Q2 20214
Oxbow Advisors, LLC 440.13%0.18%0.23%Q4 2020Q3 20214
ACG Wealth 440.03%0.04%0.04%Q4 2020Q3 20214
Summit Investment Advisory Services, LLC 440.40%0.48%0.66%Q4 2022Q3 20234
MOSELEY INVESTMENT MANAGEMENT INC 440.15%0.23%0.28%Q1 2021Q4 20214
CAMBRIDGE TRUST CO 440.00%0.00%0.00%Q4 2021Q3 20224
B & T Capital Management DBA Alpha Capital Management 440.08%0.22%0.36%Q4 2020Q3 20214
INSIGNEO ADVISORY SERVICES, LLC 440.15%0.17%0.18%Q4 2022Q3 20234
Sunbelt Securities, Inc. 310.00%0.01%0.04%Q1 2021Q3 20234
Prosperity Wealth Management, Inc. 440.42%0.45%0.50%Q4 2022Q3 20234
Continuum Advisory, LLC 440.05%0.09%0.15%Q1 2021Q4 20214
Silicon Valley Capital Partners 440.00%0.00%0.00%Q4 2022Q3 20234
Arkadios Wealth Advisors 440.42%0.86%1.33%Q4 2020Q3 20214
Lee Financial Group Hawaii, Inc. 440.17%2.09%4.40%Q2 2020Q1 20214
Optiver Holding B.V. 440.00%0.00%0.00%Q2 2021Q1 20224
WNY Asset Management, LLC 440.09%0.13%0.16%Q4 2020Q3 20214
Sandbox Financial Partners, LLC 440.20%0.55%0.96%Q4 2020Q3 20214
Perennial Investment Advisors, LLC 440.07%0.11%0.17%Q3 2020Q2 20214
OneDigital Investment Advisors LLC 310.01%0.01%0.01%Q3 2021Q3 20224
Baker Avenue Asset Management, LP 440.00%0.00%0.01%Q4 2022Q3 20234
Interchange Capital Partners, LLC 440.40%0.83%1.32%Q4 2020Q3 20214
Fulcrum Equity Management 440.17%0.20%0.22%Q2 2020Q1 20214
Trifecta Capital Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Bartlett & Co. LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Financial Advisors, LLC 440.07%0.09%0.11%Q4 2020Q3 20214
OGOREK ANTHONY JOSEPH /NY/ /ADV 440.06%0.08%0.09%Q1 2021Q4 20214
Freestone Capital Holdings, LLC 440.00%0.01%0.02%Q4 2020Q3 20214
GUARDIAN WEALTH ADVISORS, LLC / NC 440.00%0.00%0.00%Q4 2021Q3 20224
WIN ADVISORS, INC 440.00%0.23%0.92%Q4 2021Q3 20224
BlueCrest Capital Management Ltd 210.01%0.03%0.05%Q3 2020Q2 20234
TRUE Private Wealth Advisors 220.00%0.03%0.06%Q2 2018Q4 20204
Stonebridge Capital Advisors LLC 440.00%0.00%0.00%Q2 2022Q1 20234
CENTRAL BANK & TRUST CO 440.00%0.00%0.00%Q4 2022Q3 20234
VitalStone Financial, LLC 440.01%0.03%0.07%Q4 2022Q3 20234
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20233
Transamerica Financial Advisors, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
Clarus Group, Inc. 330.16%0.18%0.19%Q4 2020Q2 20213
Grant/GrossMendelsohn, LLC 331.15%1.46%1.65%Q1 2021Q3 20213
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Rex Capital Advisors, LLC 330.28%0.35%0.45%Q1 2021Q3 20213
MANCHESTER FINANCIAL INC 330.02%0.03%0.03%Q3 2020Q1 20213
Ironwood Financial, llc 330.00%0.00%0.00%Q1 2021Q3 20213
Hudson Value Partners, LLC 330.43%0.54%0.63%Q2 2021Q4 20213
Red Door Wealth Management, LLC 330.10%0.17%0.22%Q1 2021Q3 20213
Kingsview Wealth Management, LLC 330.01%0.03%0.06%Q1 2021Q3 20213
WINTRUST INVESTMENTS LLC 210.06%0.21%0.30%Q1 2021Q4 20213
AXXCESS WEALTH MANAGEMENT, LLC 330.02%0.05%0.10%Q4 2021Q2 20223
MONECO Advisors, LLC 330.09%0.11%0.12%Q1 2021Q3 20213
Paul John Balson 330.13%0.17%0.24%Q2 2020Q4 20203
Chicago Partners Investment Group LLC 330.00%0.00%0.00%Q1 2018Q3 20183
SEAVIEW INVESTMENT MANAGERS LLC 330.00%0.43%0.66%Q4 2020Q2 20213
Menard Financial Group LLC 331.30%1.62%1.80%Q3 2020Q1 20213
Atlas Private Wealth Advisors 210.00%0.01%0.01%Q4 2020Q3 20213
Aevitas Wealth Management, Inc. 330.66%0.84%0.97%Q1 2021Q3 20213
Private Portfolio Partners LLC 330.07%0.07%0.07%Q4 2020Q2 20213
High Net Worth Advisory Group LLC 330.00%0.01%0.02%Q4 2021Q2 20223
Gryphon Financial Partners LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Lloyd Advisory Services, LLC. 210.00%0.00%0.01%Q4 2019Q1 20223
Simplicity Solutions, LLC 330.16%0.18%0.19%Q2 2020Q4 20203
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 330.32%0.37%0.40%Q1 2021Q3 20213
LEVEL FOUR FINANCIAL, LLC 330.13%0.14%0.15%Q1 2021Q3 20213
Corsicana & Co. 330.01%0.02%0.02%Q2 2021Q4 20213
Rehmann Capital Advisory Group 330.15%0.16%0.19%Q2 2021Q4 20213
Stelac Advisory Services LLC 330.06%0.08%0.10%Q4 2020Q2 20213
NWAM LLC 210.02%0.02%0.02%Q1 2021Q1 20223
FIFTH THIRD BANCORP 210.00%0.00%0.00%Q1 2021Q4 20213
AVALON CAPITAL MANAGEMENT 332.97%3.84%5.14%Q2 2020Q4 20203
Stone House Investment Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Human Investing LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Sterling Financial Planning, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.01%Q3 2022Q3 20233
Capital Asset Advisory Services LLC 210.00%0.00%0.00%Q4 2020Q3 20213
Renaissance Technologies 210.00%0.00%0.00%Q4 2021Q3 20223
TriaGen Wealth Management LLC 330.49%0.55%0.63%Q4 2020Q2 20213
Personal Capital Advisors Corp 330.00%0.00%0.00%Q1 2021Q3 20213
Circle Wealth Management, LLC 330.03%0.13%0.19%Q2 2021Q4 20213
USCA RIA LLC 330.03%0.04%0.06%Q4 2020Q2 20213
Nalls Sherbakoff Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.00%Q1 2023Q3 20233
Gruss & Co., LLC 333.36%3.84%4.48%Q4 2020Q2 20213
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Jacobi Capital Management LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Plante Moran Financial Advisors, LLC 330.00%0.00%0.01%Q4 2020Q2 20213
Cypress Wealth Services, LLC 330.06%0.07%0.08%Q1 2021Q3 20213
CALTON & ASSOCIATES, INC. 210.04%0.05%0.05%Q4 2020Q3 20213
Neuberger Berman Group LLC 210.00%0.00%0.00%Q2 2021Q1 20223
First Command Bank 330.00%0.00%0.00%Q1 2018Q3 20183
Better Money Decisions, LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Cedar Brook Financial Partners, LLC 330.09%0.10%0.12%Q4 2020Q2 20213
Northstar Group, Inc. 330.06%0.06%0.07%Q1 2021Q3 20213
FormulaFolio Investments, LLC 330.02%0.11%0.30%Q4 2020Q2 20213
Concorde Asset Management, LLC 330.12%0.14%0.15%Q1 2021Q3 20213
D.A. DAVIDSON & CO. 330.00%0.00%0.00%Q1 2021Q3 20213
RIDGECREST WEALTH PARTNERS, LLC 330.12%0.18%0.25%Q1 2021Q3 20213
AMS Capital Ltda 331.22%1.33%1.46%Q1 2021Q3 20213
SVB WEALTH LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Trexquant Investment LP 210.01%0.08%0.12%Q3 2021Q4 20223
LEO BROKERAGE, LLC 330.05%0.07%0.09%Q1 2021Q3 20213
First Command Financial Services, Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
NewSquare Capital LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Birchcreek Wealth Management, LLC 330.22%0.23%0.24%Q1 2021Q3 20213
U.S. Capital Wealth Advisors, LLC 210.00%0.01%0.01%Q3 2021Q4 20223
Moloney Securities Asset Management, LLC 330.04%0.05%0.06%Q4 2020Q2 20213
BlackRock Inc. 210.00%0.00%0.00%Q4 2020Q4 20223
Vantage Investment Advisors, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Pensionmark Financial Group, LLC 330.09%0.12%0.18%Q2 2020Q4 20203
Firestone Capital Management 330.01%0.01%0.01%Q1 2021Q3 20213
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
New World Advisors LLC 330.38%0.42%0.48%Q3 2021Q1 20223
North Star Investment Management Corp. 330.02%0.02%0.02%Q1 2021Q3 20213
Keystone Financial Group 330.04%0.05%0.05%Q4 2020Q2 20213
Merit Financial Group, LLC 210.02%0.03%0.05%Q1 2020Q2 20213
CloudAlpha Capital Management Limited/Hong Kong 110.28%0.68%1.08%Q4 2020Q4 20202
Bruderman Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
SUNTRUST BANKS INC 220.00%0.00%0.00%Q2 2018Q3 20182
Financial Enhancement Group LLC 220.95%1.07%1.18%Q3 2020Q4 20202
Lake Point Wealth Management 220.00%0.00%0.00%Q2 2021Q3 20212
Gilman Hill Asset Management, LLC 220.05%0.08%0.11%Q4 2021Q1 20222
True Capital Management 220.21%0.22%0.24%Q4 2022Q1 20232
Financial Gravity Asset Management, Inc. 220.01%0.01%0.02%Q2 2019Q3 20192
CONNABLE OFFICE INC 110.27%0.27%0.28%Q4 2021Q2 20222
South Shore Capital Advisors 220.24%0.60%0.96%Q4 2020Q1 20212
HANCOCK WHITNEY CORP 220.02%0.04%0.06%Q1 2022Q2 20222
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Sterling Investment Counsel, LLC 220.18%0.20%0.21%Q4 2021Q1 20222
BAROMETER CAPITAL MANAGEMENT INC. 110.18%0.26%0.34%Q1 2019Q3 20202
IEQ CAPITAL, LLC 220.01%0.02%0.03%Q2 2021Q3 20212
Cooper Financial Group 220.05%0.06%0.06%Q2 2023Q3 20232
BUCKINGHAM STRATEGIC WEALTH, LLC 110.01%0.01%0.01%Q4 2020Q2 20212
Sutton Wealth Advisors Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 220.04%0.04%0.04%Q4 2020Q1 20212
SageGuard Financial Group, LLC 220.10%0.12%0.13%Q4 2020Q1 20212
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
WealthShield Partners, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Granite Point Capital Management, L.P. 220.03%0.70%1.36%Q4 2020Q1 20212
Savior LLC 220.00%0.00%0.00%Q1 2021Q2 20212
VisionPoint Advisory Group, LLC 220.17%0.18%0.18%Q4 2020Q1 20212
Physician Wealth Advisors, Inc. 220.06%0.06%0.06%Q2 2021Q3 20212
Fermata Advisors, LLC 220.11%0.18%0.24%Q3 2021Q4 20212
BKS ADVISORS, LLC 220.10%0.11%0.12%Q4 2018Q1 20192
BALLAST ADVISORS LLC 220.03%0.03%0.03%Q1 2021Q2 20212
DELTA ASSET MANAGEMENT LLC/TN 220.00%0.00%0.00%Q3 2021Q4 20212
River Wealth Advisors LLC 220.01%0.01%0.01%Q3 2018Q4 20182
Ascension Capital Advisors, Inc. 220.20%0.21%0.23%Q2 2020Q3 20202
CARDIFF PARK ADVISORS, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
TrinityPoint Wealth, LLC 220.06%0.06%0.07%Q3 2020Q4 20202
Quantum Private Wealth, LLC 220.12%0.12%0.13%Q4 2021Q1 20222
Redhawk Wealth Advisors, Inc. 221.99%2.27%2.54%Q3 2020Q4 20202
Wealthspire Advisors, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
LINCOLN NATIONAL CORP 220.00%0.00%0.01%Q2 2021Q3 20212
swisspartners Ltd. 110.16%0.17%0.18%Q4 2020Q2 20212
Strategic Family Wealth Counselors, L.L.C. 220.09%0.10%0.10%Q1 2021Q2 20212
Grove Bank & Trust 220.00%0.00%0.00%Q4 2022Q1 20232
Carroll Investors, Inc 220.00%0.00%0.01%Q4 2021Q1 20222
Koss-Olinger Consulting, LLC 220.29%0.31%0.32%Q1 2021Q2 20212
All Season Financial Advisors, Inc. 110.18%0.24%0.29%Q2 2022Q2 20232
McCarthy Asset Management, Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
PFG Investments, LLC 220.04%0.04%0.04%Q1 2023Q2 20232
Golden State Wealth Management, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Caption Management, LLC 110.31%0.37%0.44%Q4 2020Q4 20202
MCMILLION CAPITAL MANAGEMENT INC 221.21%1.31%1.42%Q2 2021Q3 20212
RVW Wealth, LLC 220.00%0.07%0.13%Q1 2021Q2 20212
L & S Advisors Inc 220.04%0.07%0.09%Q4 2020Q1 20212
Apollon Wealth Management, LLC 110.02%0.19%0.37%Q4 2020Q4 20212
Stephens Consulting, LLC 110.01%0.01%0.02%Q4 2021Q3 20232
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Trilogy Capital Inc. 110.02%0.02%0.02%Q4 2022Q2 20232
TCWP LLC 220.06%0.07%0.08%Q4 2021Q1 20222
HBC Financial Services, PLLC 220.01%0.01%0.01%Q1 2022Q2 20222
M&T BANK CORP 220.00%0.00%0.00%Q3 2020Q4 20202
Harfst & Associates, Inc. 220.06%0.07%0.08%Q1 2021Q2 20212
UNITED CAPITAL FINANCIAL ADVISORS, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Harel Insurance Investments & Financial Services Ltd. 110.00%0.01%0.01%Q3 2020Q1 20212
Colony Family Offices, LLC 110.13%0.16%0.20%Q4 2020Q2 20212
Progeny 3, Inc. 220.06%0.35%0.64%Q2 2018Q3 20182
Hoover Financial Advisors, Inc. 220.02%0.02%0.03%Q1 2021Q2 20212
Chevy Chase Trust Holdings, LLC 110.00%0.01%0.02%Q4 2018Q4 20222
Cinctive Capital Management LP 110.07%0.17%0.28%Q1 2022Q3 20232
MENLO ADVISORS LLC 220.16%0.18%0.20%Q3 2020Q4 20202
Annapolis Financial Services, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
LMR Partners LLP 220.01%0.01%0.01%Q3 2022Q4 20222
Carmichael Hill & Associates, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Financial Sense Advisors, Inc. 220.07%0.11%0.16%Q1 2021Q2 20212
Leucadia National 110.00%0.01%0.02%Q4 2022Q3 20232
Herold Advisors, Inc. 110.02%0.02%0.02%Q3 2021Q1 20222
Columbus Macro, LLC 220.36%0.43%0.51%Q3 2020Q4 20202
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 220.03%0.18%0.32%Q1 2021Q2 20212
PURA VIDA INVESTMENTS, LLC 221.07%1.42%1.77%Q4 2020Q1 20212
Jordan Park Group LLC 220.11%0.12%0.12%Q1 2021Q2 20212
TWO SIGMA ADVISERS, LP 110.01%0.01%0.01%Q2 2022Q1 20232
Glenview Trust Co 220.02%0.02%0.02%Q1 2021Q2 20212
First Allied Advisory Services, Inc. 110.00%0.04%0.07%Q3 2019Q3 20202
Atlas Brown,Inc. 220.10%0.11%0.12%Q2 2021Q3 20212
Carmel Capital Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
MARSHALL WACE, LLP 110.00%0.00%0.01%Q4 2020Q4 20212
IAM Advisory, LLC 220.11%0.14%0.16%Q4 2020Q1 20212
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q4 2019Q1 20212
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 221.02%1.45%1.88%Q2 2020Q3 20202
Secure Asset Management, LLC 220.14%0.31%0.47%Q4 2020Q1 20212
Financial Avengers, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Janney Capital Management LLC 220.72%0.88%1.03%Q3 2020Q4 20202
PGIM Custom Harvest LLC 220.03%0.04%0.05%Q2 2021Q3 20212
SteelPeak Wealth, LLC 220.04%0.04%0.04%Q1 2021Q2 20212
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.02%Q4 2021Q3 20232
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Belvedere Trading LLC 220.25%0.28%0.32%Q4 2020Q1 20212
ARMSTRONG ADVISORY GROUP, INC 220.00%0.00%0.00%Q4 2022Q1 20232
Titus Wealth Management 220.13%0.14%0.16%Q1 2021Q2 20212
EDMOND DE ROTHSCHILD HOLDING S.A. 220.00%0.00%0.00%Q4 2021Q1 20222
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Lighthouse Financial Advisors, Inc. 220.36%0.38%0.40%Q4 2020Q1 20212
SMITH, MOORE & CO. 110.17%0.18%0.19%Q3 2020Q2 20212
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.01%Q4 2021Q1 20222
Alyeska Investment Group, L.P. 110.10%0.13%0.16%Q1 2021Q1 20212
Squarepoint Ops LLC 220.00%0.00%0.00%Q1 2021Q2 20212
EWG Elevate Inc. 110.00%0.10%0.20%Q4 2022Q2 20232
CALIBER WEALTH MANAGEMENT, LLC 220.68%0.81%0.94%Q4 2020Q1 20212
SILVER OAK SECURITIES, INCORPORATED 220.05%0.06%0.06%Q1 2022Q2 20222
ERTS Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
MBA Advisors LLC 110.11%0.11%0.11%Q1 2021Q1 20211
Bank Pictet & Cie (Europe) AG 110.01%0.01%0.01%Q1 2021Q1 20211
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Cobblestone Asset Management LLC 111.27%1.27%1.27%Q3 2023Q3 20231
Wilson & Boucher Capital Management, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Houlihan Financial Resource Group, Ltd. 110.02%0.02%0.02%Q2 2023Q2 20231
White Knight Strategic Wealth Advisors, LLC 110.22%0.22%0.22%Q4 2021Q4 20211
PRUDENTIAL FINANCIAL INC 110.00%0.00%0.00%Q4 2021Q4 20211
Arlington Capital Management, Inc. 113.99%3.99%3.99%Q4 2018Q4 20181
Matrix Capital Management Company, LP 110.55%0.55%0.55%Q1 2022Q1 20221
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 110.44%0.44%0.44%Q1 2021Q1 20211
Headlands Technologies LLC 110.07%0.07%0.07%Q1 2023Q1 20231
1832 Asset Management L.P. 110.00%0.00%0.00%Q4 2021Q4 20211
Parisi Gray Wealth Management 110.04%0.04%0.04%Q2 2021Q2 20211
HC FINANCIAL ADVISORS INC 110.03%0.03%0.03%Q4 2021Q4 20211
ORACLE INVESTMENT MANAGEMENT INC 110.15%0.15%0.15%Q4 2021Q4 20211
Goldstream Capital Management Ltd 110.03%0.03%0.03%Q4 2021Q4 20211
Gilfoyle & Co LLC 1114.36%14.36%14.36%Q3 2023Q3 20231
FFT WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2021Q2 20211
MD Financial Management Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Sheaff Brock Investment Advisors, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
55I, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
UNITED MARITIME CAPITAL LLC 110.74%0.74%0.74%Q1 2021Q1 20211
OMERS ADMINISTRATION Corp 110.55%0.55%0.55%Q1 2021Q1 20211
Brevan Howard Capital Management LP 111.95%1.95%1.95%Q4 2020Q4 20201
JFG Wealth Management, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
SALEM INVESTMENT COUNSELORS INC 110.01%0.01%0.01%Q1 2021Q1 20211
KFA Private Wealth Group, LLC 110.11%0.11%0.11%Q2 2021Q2 20211
Corvex Management LP 110.87%0.87%0.87%Q1 2022Q1 20221
Private Ocean, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Ellevest, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Stegent Equity Advisors, Inc. 110.53%0.53%0.53%Q4 2021Q4 20211
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q4 2020Q4 20201
Park Capital Group, Inc. 1116.96%16.96%16.96%Q4 2020Q4 20201
Allred Capital Management, LLC 110.06%0.06%0.06%Q1 2021Q1 20211
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bullseye Investment Management, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
Destination Wealth Management 110.00%0.00%0.00%Q1 2019Q1 20191
Elevated Capital Advisors, LLC 110.08%0.08%0.08%Q3 2021Q3 20211
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Procyon Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q1 2023Q1 20231
Greenwich Wealth Management LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Atomi Financial Group, Inc. 110.27%0.27%0.27%Q3 2023Q3 20231
Advanced Asset Management Advisors Inc 110.00%0.00%0.00%Q4 2022Q4 20221
Cornerstone Wealth Group, LLC 110.17%0.17%0.17%Q1 2019Q1 20191
Column Capital Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Lion Street Advisors, LLC 114.90%4.90%4.90%Q1 2021Q1 20211
ORSER CAPITAL MANAGEMENT, LLC 110.58%0.58%0.58%Q4 2020Q4 20201
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Redmond Asset Management, LLC 110.08%0.08%0.08%Q3 2018Q3 20181
SBK Financial, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
WEALTH EFFECTS LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Archer Investment Corp 110.00%0.00%0.00%Q4 2020Q4 20201
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Permian Investment Partners, LP 110.06%0.06%0.06%Q4 2021Q4 20211
Nvest Financial, LLC 110.24%0.24%0.24%Q1 2023Q1 20231
Atika Capital Management LLC 111.46%1.46%1.46%Q4 2020Q4 20201
Parker Investment Management, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Wyrmwood Management LLC 1114.94%14.94%14.94%Q3 2023Q3 20231
Operose Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Freshford Capital Management, LLC 112.43%2.43%2.43%Q1 2021Q1 20211
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Richwood Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q4 20221
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q1 2021Q1 20211
Sweet Financial Partners, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
RETIREMENT CAPITAL STRATEGIES 112.79%2.79%2.79%Q4 2020Q4 20201
ORG Partners LLC 110.01%0.01%0.01%Q2 2023Q2 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Miller Investment Management, LP 113.38%3.38%3.38%Q4 2020Q4 20201
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Triton Wealth Management, PLLC 110.36%0.36%0.36%Q1 2021Q1 20211
LFA - Lugano Financial Advisors SA 110.00%0.00%0.00%Q3 2023Q3 20231
Quantitative Investment Management, LLC 110.32%0.32%0.32%Q2 2023Q2 20231
Eagle Bay Advisors LLC 110.08%0.08%0.08%Q2 2021Q2 20211
Biltmore Family Office, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
STEEL GROVE CAPITAL ADVISORS, LLC 110.30%0.30%0.30%Q4 2020Q4 20201
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
Good Life Advisors, LLC 110.49%0.49%0.49%Q3 2021Q3 20211
WCG Wealth Advisors LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Allianz Asset Management GmbH 110.00%0.00%0.00%Q1 2021Q1 20211
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
MARK SHEPTOFF FINANCIAL PLANNING, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Global Financial Private Capital, Inc 110.00%0.00%0.00%Q2 2019Q2 20191
EMG Holdings, L.P. 111.07%1.07%1.07%Q1 2022Q1 20221
Engrave Wealth Partners LLC 110.07%0.07%0.07%Q4 2019Q4 20191
Bangor Savings Bank 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Urban Wealth Management, LLC 110.48%0.48%0.48%Q4 2020Q4 20201
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
PROFESSIONAL PLANNING 110.13%0.13%0.13%Q1 2021Q1 20211
Ghost Tree Capital, LLC 114.17%4.17%4.17%Q1 2021Q1 20211
Aspire Wealth Management Corp 110.00%0.00%0.00%Q4 2021Q4 20211
CAHILL FINANCIAL ADVISORS INC 110.02%0.02%0.02%Q3 2021Q3 20211
Johnson Midwest Financial, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
DUNCKER STREETT & CO INC 110.00%0.00%0.00%Q4 2020Q4 20201
Graypoint LLC 110.02%0.02%0.02%Q4 2021Q4 20211
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q1 2023Q1 20231
WHITTIER TRUST CO 110.00%0.00%0.00%Q1 2022Q1 20221
James Reed Financial Services, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Polar Asset Management Partners Inc. 110.05%0.05%0.05%Q1 2023Q1 20231
SAGE PRIVATE WEALTH GROUP, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Tamarack Advisers, LP 110.23%0.23%0.23%Q3 2021Q3 20211
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
COWEN AND COMPANY, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
CNB Bank 110.00%0.00%0.00%Q3 2022Q3 20221
Slow Capital, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Synergy Asset Management, LLC 111.24%1.24%1.24%Q2 2021Q2 20211
KB FINANCIAL PARTNERS, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
WJ Wealth Management, LLC 110.14%0.14%0.14%Q2 2020Q2 20201
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Weaver Consulting Group 110.01%0.01%0.01%Q3 2020Q3 20201
Bain Capital Public Equity Management II, LLC 110.44%0.44%0.44%Q4 2021Q4 20211
VERUS CAPITAL PARTNERS, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
LAKE STREET PRIVATE WEALTH, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 110.01%0.01%0.01%Q2 2021Q2 20211
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Magnus Financial Group LLC 110.06%0.06%0.06%Q1 2021Q1 20211
Cormorant Asset Management, LP 112.36%2.36%2.36%Q2 2021Q2 20211
TILIA FIDUCIARY PARTNERS, INC. 110.00%0.00%0.00%Q1 2022Q1 20221
Crescent Capital Consulting, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Concentrum Wealth Management 111.66%1.66%1.66%Q1 2020Q1 20201
Nantahala Capital Management 111.30%1.30%1.30%Q1 2021Q1 20211
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
TMD Wealth Management, LLC 110.13%0.13%0.13%Q4 2021Q4 20211
Faithward Advisors, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
CKW FINANCIAL GROUP 110.00%0.00%0.00%Q2 2021Q2 20211
GUARDIAN CAPITAL ADVISORS LP 110.03%0.03%0.03%Q4 2021Q4 20211
KRAEMATON INVESTMENT ADVISORS, INC 110.03%0.03%0.03%Q4 2022Q4 20221
OLD MISSION CAPITAL LLC 110.03%0.03%0.03%Q1 2022Q1 20221
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Verition Fund Management LLC 110.08%0.08%0.08%Q4 2020Q4 20201
DeDora Capital, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Lattice Capital Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
TCG Advisory Services, LLC 110.13%0.13%0.13%Q1 2021Q1 20211
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Truadvice, LLC 110.31%0.31%0.31%Q4 2020Q4 20201
New Legacy Group, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Autonomy Capital (Jersey) L.P. 110.82%0.82%0.82%Q1 2022Q1 20221
EXANE DERIVATIVES 110.13%0.13%0.13%Q4 2020Q4 20201
NIEMANN CAPITAL MANAGEMENT INC 110.44%0.44%0.44%Q2 2020Q2 20201
J. Goldman & Co LP 110.01%0.01%0.01%Q4 2020Q4 20201
SP Asset Management LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Sandy Cove Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Flagship Private Wealth, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Pekin Hardy Strauss, Inc. 110.21%0.21%0.21%Q4 2020Q4 20201
Yorktown Management & Research Co Inc 110.18%0.18%0.18%Q1 2021Q1 20211
Altus Wealth Group LLC 110.00%0.00%0.00%Q1 2021Q1 20211
IBEX WEALTH ADVISORS 110.02%0.02%0.02%Q3 2021Q3 20211
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
RMR Wealth Builders 110.01%0.01%0.01%Q1 2021Q1 20211
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Passport Capital, LLC 116.98%6.98%6.98%Q3 2018Q3 20181
Stratos Investment Management, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Vectors Research Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BANQUE PICTET & CIE SA 110.00%0.00%0.00%Q3 2023Q3 20231
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.03%0.03%0.03%Q2 2021Q2 20211
Laird Norton Wetherby Wealth Management, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Laurel Wealth Advisors, Inc. 110.04%0.04%0.04%Q4 2020Q4 20201
Lebenthal Global Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Banque Cantonale Vaudoise 110.01%0.01%0.01%Q4 2021Q4 20211
Schonfeld Strategic Advisors LLC 110.00%0.00%0.00%Q2 2023Q2 20231
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Burt Wealth Advisors 110.00%0.00%0.00%Q4 2020Q4 20201
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
Kiwi Wealth Investments Limited Partnership 110.07%0.07%0.07%Q4 2020Q4 20201
Washington Trust Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Biltmore Capital Advisors LLC 110.09%0.09%0.09%Q1 2021Q1 20211
FREEDOM WEALTH ALLIANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Regal Wealth Group, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Pointe Capital Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Mirae Asset Global Investments Co., Ltd. 110.00%0.00%0.00%Q1 2021Q1 20211
Point72 Asset Management, L.P. 110.09%0.09%0.09%Q1 2023Q1 20231
DHK Financial Advisors, Inc. 110.49%0.49%0.49%Q3 2023Q3 20231
WealthStone, Inc. 110.30%0.30%0.30%Q2 2020Q2 20201
MAI Capital Management 110.00%0.00%0.00%Q4 2021Q4 20211
Sterling Manor Financial, LLC 111.12%1.12%1.12%Q4 2020Q4 20201
CVA Family Office, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Team Financial Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Evanson Asset Management, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sage Mountain Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BALYASNY ASSET MANAGEMENT L.P. 110.01%0.01%0.01%Q4 2020Q4 20201
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q4 2022Q4 20221
LITTLE HOUSE CAPITAL LLC 110.11%0.11%0.11%Q2 2021Q2 20211
HB Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Avidity Partners Management LP 110.54%0.54%0.54%Q2 2022Q2 20221
Arlington Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Covington Capital Management 110.00%0.00%0.00%Q4 2021Q4 20211
PFM Health Sciences, LP 112.95%2.95%2.95%Q4 2020Q4 20201
Abundance Wealth Counselors 110.00%0.00%0.00%Q1 2021Q1 20211
PACES FERRY WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Avitas Wealth Management LLC 110.04%0.04%0.04%Q2 2021Q2 20211
PENN DAVIS MCFARLAND INC 110.04%0.04%0.04%Q2 2021Q2 20211
Masso Torrence Wealth Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Trybe Capital Management LP 113.63%3.63%3.63%Q2 2021Q2 20211
Capstone Financial Group, Inc. 110.02%0.02%0.02%Q2 2020Q2 20201
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
KRS Capital Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Pinnacle Private Wealth, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
SEI INVESTMENTS CO 110.00%0.00%0.00%Q1 2018Q1 20181
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Inscription Capital, LLC 110.14%0.14%0.14%Q2 2021Q2 20211
Cornerstone Advisory, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
External links

This page lists all the filers that currently own ARK ETF TR or have owned ARK ETF TR in the past.